See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,210 | $56,277-48.1% | $80,975-63.9% | $62,891-53.6% |
| Participation rate | 26.7% | 69.0%-42.3pp | 75.8%-49.1pp | 69.3%-42.6pp |
| Annual return | 7.75% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,095 | $1,943-43.7% | $3,714-70.5% | $2,281-52.0% |
| Participant deferral / active EE | $2,880 | $4,195-31.4% | $5,696-49.4% | $3,203-10.1% |
| Admin fee / account holder | $207 | $3,741-94.5% | $5,516-96.2% | $4,296-95.2% |